JGEMX Mutual Fund

NAV$13.47

Returns Overview

1 Month
+1.20%
3 Months
+1.51%
6 Months
+1.43%
YTD
+5.15%
1 Year
+13.98%
3 Years (annualized)
+13.18%
5 Years (annualized)
+8.24%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGEMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+9.49%
vs Peers
-4.34%

JGEMX Mutual Fund Performance

JGEMX performance across multiple time periods: 1-month 1.20%, YTD 5.15%, 1-year 13.98%, 3-year 13.18%, 5-year 8.24%, 10-year 10.19%.

JGEMX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

JGEMX performance comparison shows side-by-side returns with another fund. JGEMX alternatives are available in the Mutual Fund Screener.